Seniors are an extremely important and growing segment of investors whose needs and issues demand attention. In June 2016 the Investor Office commissioned a national study of Canadians 50 years of age or older on pre- and post-retirement planning.
Research & reports
Delve into our research on Canadians’ needs and habits in finances and investing.
Investor risk, behaviour and beliefs
This report provides a compelling look at how Canadians handle – or don’t handle – risk, emotion, financial loss and decision-making when it comes to their investments.
Financial Life Stages of Older Canadians
This national study identifies the top financial concerns of older Canadians, particularly as they relate to retirement planning and living.
Home equity as a source of retirement income survey
According to a survey conducted for the Investor Education Fund, Canadians are not saving enough for retirement.